IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
Legal name: IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
CRD #106625 SEC #801-26465 BEVERLY, MA 978-356-6333
SEC Registered
Total AUM
$695.6M
Discretionary
$616.7M
Employees
11
Clients
--
Accounts
539
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $695.6M | $616.7M | $79M | 11 | 0 |
| Mar 2024 | $638.3M | $561.9M | $76.4M | 11 | 0 |
| Mar 2024 | $638.3M | $561.9M | $76.4M | 11 | 0 |
| Mar 2023 | $570M | $502.2M | $67.8M | 12 | 0 |
| Mar 2023 | $570M | $502.2M | $67.8M | 12 | 0 |
| May 2022 | $664.7M | $582M | $82.8M | 12 | 0 |
| Mar 2022 | $664.7M | $582M | $82.8M | 12 | 0 |
| Jun 2021 | $542.4M | $474.8M | $67.6M | 11 | 0 |
| Jun 2021 | $542.4M | $474.8M | $67.6M | 11 | 0 |
| Mar 2021 | $542.4M | $474.8M | $67.6M | 11 | 0 |
| Oct 2020 | $546.5M | $486.3M | $60.2M | 11 | 0 |
| Jun 2020 | $546.5M | $486.3M | $60.2M | 11 | 0 |
| Mar 2020 | $546.5M | $486.3M | $60.2M | 11 | 0 |
| Mar 2019 | $453.3M | $398.6M | $54.8M | 10 | 0 |
| Sep 2018 | $399.6M | $342.5M | $57.1M | 10 | 0 |
| Jun 2018 | $399.6M | $342.5M | $57.1M | 10 | 0 |
| Mar 2018 | $399.6M | $342.5M | $57.1M | 10 | 0 |
| Jun 2017 | $353.1M | $304.4M | $48.7M | 10 | 200 |
| Mar 2017 | $353.1M | $304.4M | $48.7M | 10 | 200 |
| Mar 2017 | $353.1M | $304.4M | $48.7M | 10 | 200 |
| Mar 2016 | $344.6M | $300.3M | $44.3M | 10 | 400 |
| Mar 2015 | $390.3M | $341.4M | $48.9M | 10 | 400 |
| Apr 2014 | $377.2M | $304.7M | $72.4M | 10 | 400 |
| Mar 2014 | $377.2M | $304.7M | $72.4M | 10 | 400 |
| Jan 2014 | $333.9M | $266.7M | $67.2M | 10 | 400 |
| Apr 2013 | $333.9M | $266.7M | $67.2M | 8 | 400 |
| Oct 2012 | $261.7M | $204.3M | $57.4M | 7 | 300 |
| May 2012 | $261.7M | $204.3M | $57.4M | 6 | 300 |
| Mar 2012 | $261.7M | $204.3M | $57.4M | 6 | 300 |
| Mar 2012 | $261.7M | $204.3M | $57.4M | 6 | 300 |
| Mar 2011 | $266.2M | $203.1M | $63.2M | 10 | -- |
| Dec 2010 | $204.5M | $165.5M | $39M | 10 | -- |
| May 2010 | $204.5M | $165.5M | $39M | 10 | -- |
| May 2007 | $209.1M | $209.1M | $0 | 10 | -- |
| Mar 2007 | $209.1M | $209.1M | $0 | 10 | -- |
| Mar 2006 | $105.4M | $105.4M | $0 | 5 | -- |
| Sep 2005 | $119M | $119M | $0 | 5 | -- |
| Sep 2005 | $119M | $119M | $0 | 5 | -- |
| Sep 2005 | $119M | $119M | $0 | 5 | -- |
| Mar 2002 | $89M | $89M | $0 | 5 | -- |
| Jun 2001 | $85M | $85M | $0 | 5 | -- |
| May 2001 | $85M | $85M | $0 | 5 | -- |
DateMar 2025
Total AUM$695.6M
Discretionary$616.7M
Non-Disc.$79M
Employees11
Clients0
DateMar 2024
Total AUM$638.3M
Discretionary$561.9M
Non-Disc.$76.4M
Employees11
Clients0
DateMar 2024
Total AUM$638.3M
Discretionary$561.9M
Non-Disc.$76.4M
Employees11
Clients0
DateMar 2023
Total AUM$570M
Discretionary$502.2M
Non-Disc.$67.8M
Employees12
Clients0
DateMar 2023
Total AUM$570M
Discretionary$502.2M
Non-Disc.$67.8M
Employees12
Clients0
DateMay 2022
Total AUM$664.7M
Discretionary$582M
Non-Disc.$82.8M
Employees12
Clients0
DateMar 2022
Total AUM$664.7M
Discretionary$582M
Non-Disc.$82.8M
Employees12
Clients0
DateJun 2021
Total AUM$542.4M
Discretionary$474.8M
Non-Disc.$67.6M
Employees11
Clients0
DateJun 2021
Total AUM$542.4M
Discretionary$474.8M
Non-Disc.$67.6M
Employees11
Clients0
DateMar 2021
Total AUM$542.4M
Discretionary$474.8M
Non-Disc.$67.6M
Employees11
Clients0
DateOct 2020
Total AUM$546.5M
Discretionary$486.3M
Non-Disc.$60.2M
Employees11
Clients0
DateJun 2020
Total AUM$546.5M
Discretionary$486.3M
Non-Disc.$60.2M
Employees11
Clients0
DateMar 2020
Total AUM$546.5M
Discretionary$486.3M
Non-Disc.$60.2M
Employees11
Clients0
DateMar 2019
Total AUM$453.3M
Discretionary$398.6M
Non-Disc.$54.8M
Employees10
Clients0
DateSep 2018
Total AUM$399.6M
Discretionary$342.5M
Non-Disc.$57.1M
Employees10
Clients0
DateJun 2018
Total AUM$399.6M
Discretionary$342.5M
Non-Disc.$57.1M
Employees10
Clients0
DateMar 2018
Total AUM$399.6M
Discretionary$342.5M
Non-Disc.$57.1M
Employees10
Clients0
DateJun 2017
Total AUM$353.1M
Discretionary$304.4M
Non-Disc.$48.7M
Employees10
Clients200
DateMar 2017
Total AUM$353.1M
Discretionary$304.4M
Non-Disc.$48.7M
Employees10
Clients200
DateMar 2017
Total AUM$353.1M
Discretionary$304.4M
Non-Disc.$48.7M
Employees10
Clients200
DateMar 2016
Total AUM$344.6M
Discretionary$300.3M
Non-Disc.$44.3M
Employees10
Clients400
DateMar 2015
Total AUM$390.3M
Discretionary$341.4M
Non-Disc.$48.9M
Employees10
Clients400
DateApr 2014
Total AUM$377.2M
Discretionary$304.7M
Non-Disc.$72.4M
Employees10
Clients400
DateMar 2014
Total AUM$377.2M
Discretionary$304.7M
Non-Disc.$72.4M
Employees10
Clients400
DateJan 2014
Total AUM$333.9M
Discretionary$266.7M
Non-Disc.$67.2M
Employees10
Clients400
DateApr 2013
Total AUM$333.9M
Discretionary$266.7M
Non-Disc.$67.2M
Employees8
Clients400
DateOct 2012
Total AUM$261.7M
Discretionary$204.3M
Non-Disc.$57.4M
Employees7
Clients300
DateMay 2012
Total AUM$261.7M
Discretionary$204.3M
Non-Disc.$57.4M
Employees6
Clients300
DateMar 2012
Total AUM$261.7M
Discretionary$204.3M
Non-Disc.$57.4M
Employees6
Clients300
DateMar 2012
Total AUM$261.7M
Discretionary$204.3M
Non-Disc.$57.4M
Employees6
Clients300
DateMar 2011
Total AUM$266.2M
Discretionary$203.1M
Non-Disc.$63.2M
Employees10
Clients--
DateDec 2010
Total AUM$204.5M
Discretionary$165.5M
Non-Disc.$39M
Employees10
Clients--
DateMay 2010
Total AUM$204.5M
Discretionary$165.5M
Non-Disc.$39M
Employees10
Clients--
DateMay 2007
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$105.4M
Discretionary$105.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees5
Clients--